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Get started on your financial journey.

It’s time to start working toward your life goals with a knowledgeable financial Advisor you know and trust. It’s time to build a relationship with someone who will understand you and deliver personal, attentive service based on your very specific needs. It’s time to let a seasoned, honest professional create a road map for your financial journey and provide the advice, guidance, support and service to help you be confident about your future. It’s time to take Step1.

  • Who's Who Award
  • Orion Advisor Tech Growth Award
  • Top 100 RIA Firms
  • 2022 Award Winner
  • Financial Times 2020 Top 300 RIA
  • Investment News 2020 Women to Watch
  • Investment News 2021 Finalist Icons and Innovators
  • Executive Thought Leadership and Education 2021 ThinkAdvisor Luminary
  • Barrons Money Management Institute 2020 Finalist Doing Good
  • RIA Channel 2022 Top 50 Wealth Managers by Growth in Assets
  • Investment News 2021 and 2022 Best Workplace for Advisors
  • Industry Awards 2021 and 2022 Finalist
  • Wealth Solutions Report Pathfinder Award 2022 Top Women Leaders in Wealth Management
  • Orion Advisor Tech 2021 Partner of the Year
  • Thought Leadership and Education 2021 ThinkAdvisor Luminary
  • Women in Asset Management 2021 Advocate of the Year Shortlisted
  • Companies to Work for in the Nation 2021 Best and Brightest
  • Individual Executive Leadership 2022 ThinkAdvisor Luminary
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Our clients are our passion! We live by the golden rule — to treat others how you like to be treated. It really is that simple!

– Bobby White, Founder & CEO

Want to start working toward your life goals?

We can connect you with a personal financial Advisor uniquely suited to your situation, your goals and your personality, and who is committed to building a lasting, impactful relationship with you. To make that connection, schedule a call today.

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